Slay Tax Season with Dawn Brolin's Tech and Efficiency Hacks

In this practical session, you will get a step-by-step playbook on how to leverage new technology advancements to radically improve your client onboarding process for three key client service opportunities: monthly accounting, tax preparation, and advisory services using Liscio and SmartVault.

During the session you will learn Dawn’s approach to managing evolving client service expectations, eliminating bottlenecks, reducing cyber security risks, and the inefficiencies that reduce profitability during tax season. By leveraging two key players in her Team Brolin Starting Lineup tech stack, Liscio and SmartVault, Dawn will break down her tax season workflow that you can use to take on more clients, in less time, while providing each one with an exceptional service experience.

You will also see the exact client engagement and other templates that Dawn uses in her client onboarding process as well as how she uses specific technology tools to make the entire process streamlined, secure and seamless. At the end of the session you will have everything you need to successfully slay tax season!

Learning Objectives:

• Understand the importance of having a tech stack that supports your client experience in all stages of your tax workflow in addition to how it will benefit clients and your firm.
• Create a systematic, secure, and seamless client onboarding workflow starting with efficient and seamless communication and a secure, easy-to-implement document management system for the collection and organization of all necessary information.
• See the templates that are essential for implementing an efficient and effective tax client onboarding process.
• Evaluate your client onboarding workflow and tech stack to identify gaps that you need to solve for.